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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo

Nombre AUM Crecimiento
de AUM
AUM
Crecimiento %
Trim.
Rend. est.
Rendimiento est.
a 3 años
Posiciones en cartera Rotación de cartera Tenencia prom.
(años)
Ascent Wealth Partners
2801
Ascent Wealth Partners
New York
USD 524 M +USD 63.6 M +14% 7.73% 105% 148 18.24% 3.4
BC
2802
Bruce & Co
Illinois
USD 524 M -USD 10.2 M -2% 2.47% 94.5% 35 14.29% 5.4
Mizuho Securities
2803
Mizuho Securities
Japan
USD 523 M +USD 40.3 M +8% 1.11% 109% 214 14.49% 0.8
Chemung Canal Trust
2804
Chemung Canal Trust
New York
USD 523 M +USD 24.4 M +5% 6.94% 80.9% 121 4.96% 5
Destiny Wealth Partners
2805
Destiny Wealth Partners
Florida
USD 523 M +USD 43.3 M +9% 4.74% 63.7% 558 69.35% 0.5
Rodgers Brothers
2806
Rodgers Brothers
Pennsylvania
USD 522 M +USD 38.8 M +8% 5.24% 108% 207 11.59% 4.6
First Fiduciary Investment Counsel
2807
First Fiduciary Investment Counsel
Ohio
USD 522 M -USD 2.44 M -0.5% 5.52% 48.1% 67 5.97% 3.1
Cartica Management
2808
Cartica Management
District of Columbia
USD 522 M +USD 148 M +40% 11.1% 92.9% 14 21.43% 0.7
Exchange Capital Management
2809
Exchange Capital Management
Michigan
USD 521 M +USD 38.4 M +8% 6.84% 57.8% 164 1.83% 3.9
KWB Wealth
2810
KWB Wealth
California
USD 521 M -USD 2.19 M -0.4% 5.01% 54.8% 85 0% 0.5
Montecito Bank & Trust
2811
Montecito Bank & Trust
California
USD 521 M +USD 39 M +8% 6.81% – 257 6.61% 3.7
HCP
2812
Holt Capital Partners
Texas
USD 521 M +USD 34.1 M +7% 6.39% 69.5% 158 3.16% 4.6
CF
2813
Clarity Financial
Texas
USD 521 M +USD 26.8 M +5% 7.02% 56.8% 154 46.75% 0.3
Kathmere Capital Management
2814
Kathmere Capital Management
Pennsylvania
USD 520 M +USD 14.2 M +3% 4.17% 68.3% 135 5.19% 1.1
Parkside Investments
2815
Parkside Investments
Illinois
USD 520 M +USD 39.2 M +8% 5.35% 70.4% 93 10.75% 2.3
IMOV
2816
Investment Management of Virginia
Virginia
USD 520 M +USD 23.2 M +5% 5.82% 93.4% 167 9.58% 4.5
Smith Anglin Financial
2817
Smith Anglin Financial
Texas
USD 519 M +USD 56.7 M +12% 5.87% 52.8% 150 12.67% 0.4
Pinkerton Retirement Specialists
2818
Pinkerton Retirement Specialists
Idaho
USD 519 M +USD 42.1 M +9% 7.04% 82.9% 105 18.1% 2.2
Advantage Alpha Capital Partners
2819
Advantage Alpha Capital Partners
California
USD 519 M +USD 43.6 M +9% 7.78% 79.2% 135 6.67% 0.8
Chatham Capital Group
2820
Chatham Capital Group
Georgia
USD 517 M +USD 39.5 M +8% 5.54% 97% 194 10.31% 3.9
Resonant Capital Advisors
2821
Resonant Capital Advisors
Wisconsin
USD 517 M +USD 31 M +6% 5.77% 56.5% 176 9.09% 1.3
Princeton Portfolio Strategies Group
2822
Princeton Portfolio Strategies Group
New Jersey
USD 517 M +USD 766 k +0.1% 7.92% 83.8% 157 14.01% 4.9
GIM
2823
Greylin Investment Management
Virginia
USD 517 M +USD 36.9 M +8% 6.79% 52.1% 100 17% 3.4
Towercrest Capital Management
2824
Towercrest Capital Management
Pennsylvania
USD 516 M +USD 49.1 M +11% 4.11% 42.6% 90 7.78% 2.9
OH
2825
Overlook Holdings
British Virgin Islands
USD 516 M +USD 124 M +32% 3.99% – 3 66.67% 2.7